See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,371 |
MMA SECURITIES LLC1+ years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $11,064 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,444 | $84,487-55.7% | $125,339-70.1% | $66,914-44.0% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.4pp | 69.8%+20.9pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,992 | $3,553+40.5% | $4,814+3.7% | $2,544+96.2% |
| Participant deferral / active EE | $8,565 | $6,781+26.3% | $7,446+15.0% | $4,237+102.1% |
| Admin fee / account holder | $100 | $685-85.4% | $10,010-99.0% | $593-83.2% |